YAKIMA ROTARY TRUST: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- YAKIMA ROTARY TRUST (EIN 91-1686206)
- Tax period
- 2015-07-01 to 2016-06-30
- Filed
- 2017-05-12
- IRS object ID
- 201701329349304630
- Schema version
- 2015v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-12T13:45:00-05:00 | ReturnTs |
| Tax Period End | 2016-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 910189318 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOSS ADAMS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 22650 | AddressLine1Txt |
| City | YAKIMA | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 989072650 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 911686206 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | YAKIMA ROTARY CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | DBA YAKIMA ROTARY TRUST | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | YAKI | BusinessNameControlTxt |
| Phone | 5094528332 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 464 | AddressLine1Txt |
| City | YAKIMA | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98907 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CRAIG MENDENHALL | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5094528332 | PhoneNum |
| Signature | 2017-05-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | HANNA KORESKI | PreparerPersonNm |
| PTIN | P01362850 | PTIN |
| Phone | 5092487750 | PhoneNum |
| Preparation | 2017-05-08 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | CRAIG MENDENHALL | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 464 | AddressLine1Txt |
| City | YAKIMA | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98907 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $813,770 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.YAKIMAROTARYTRUST.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1995 | FormationYr |
| Legal Domicile State | WA | LegalDomicileStateCd |
| Activity Or Mission | CHARITABLE ORGANIZATION FUNDING | ActivityOrMissionDesc |
| Voting Members Governing Body | 19 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 19 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 50 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $130,177 | PYContributionsGrantsAmt |
| CY Contributions Grants | $152,631 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $54,932 | PYInvestmentIncomeAmt |
| CY Investment Income | $17,919 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$2,347 | PYOtherRevenueAmt |
| CY Other Revenue | -$8,994 | CYOtherRevenueAmt |
| PY Total Revenue | $182,762 | PYTotalRevenueAmt |
| CY Total Revenue | $161,556 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $183,302 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $353,329 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $36,988 | PYOtherExpensesAmt |
| CY Other Expenses | $26,921 | CYOtherExpensesAmt |
| PY Total Expenses | $220,290 | PYTotalExpensesAmt |
| CY Total Expenses | $380,250 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$37,528 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$218,694 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,671,610 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,440,545 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $141 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $73 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,671,469 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,440,472 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MISSION OF THE YAKIMA ROTARY TRUST IS TO SERVE AS A VEHICLE TO RECEIVE MEMORIALS, BEQUESTS AND GIFTS TO BE USED TO ENHANCE THE QUALITY OF LIFE FOR THE CITIZENS OF THE YAKIMA AREA. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $354,314 | ExpenseAmt |
| Grant | $138,124 | GrantAmt |
| Desc | DURING THE 2015-16 FISCAL YEAR, THE TRUST FOLLOWED THROUGH WITH THEIR COMMITMENT TO THE YAKIMA ROTARY CLUB, YAKIMA SOUTHWEST ROTARY CLUB, AND YAKIMA SUNRISE ROTARY CLUB TO PROVIDE GRANTS FOR PROJECTS UNDERTAKEN FOR IMPROVEMENTS AT RANDALL PARK LOCATED IN YAKIMA, WASHINGTON. MATCHING GRANTS WERE PAID TO CONSTRUCT A WILDLIFE VIEWING DECK, A NEW PLAYGROUND, AND PICNIC SHELTERS. THE TOTAL INVESTMENT MADE WAS $96,123.97.IN ADDITION TO THE IMPROVEMENTS MADE AT RANDALL PARK, THE TRUST MADE A COMMITMENT TO SOZO SPORTS OF CENTRAL WASHINGTON FOR THE CREATION OF A WORLD-CLASS SPORTS COMPLEX FOR YOUTH SPORTS INCLUDING SOCCER, LACROSSE AND GRID KIDS FOOTBALL WITH A PLEDGE TO MATCH ROTARIAN DONATION TO THE PROJECT UP TO $100,000. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $10,378 | ExpenseAmt |
| Grant | $215,205 | GrantAmt |
| Desc | THE TRUST ALSO ADMINISTERS A RENEWABLE SCHOLARSHIP ENTITLED THE MARY MONROE DAVIS SCHOLARSHIP PROGRAM. THIS ANNUAL PROGRAM AWARDS SCHOLARSHIPS TO RESIDENTS OF YAKIMA COUNTY WHO PLAN TO CONTINUE THEIR EDUCATION IN UNDERGRADUATE STUDY. RENEWABLE SCHOLARSHIPS FOR TUITION AND FEES ARE OFFERED EACH YEAR FOR FULL-TIME STUDY AT AN ACCREDITED TWO OR FOUR-YEAR COLLEGE OR UNIVERSITY OF THE STUDENT'S CHOICE. SINCE 2010, OVER 260 STUDENTS HAVE BEEN AWARDED RENEWABLE SCHOLARSHIPS WITH A TOTAL VALUE OVER THE LIFE OF THE SCHOLARSHIPS OF $5.4 MILLION. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $364,692 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 2 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 19 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 19 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | 0 | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAROLYN FLORY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5094528332 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6 S 2ND STREET STE 1104 | AddressLine1Txt |
| City | YAKIMA | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98901 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (20 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| CRAIG MENDENHALL | ||||||
| PRESIDENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JILL FALK | ||||||
| VICE PRESIDENT/PRESIDENT E | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ALAN COTTLE | ||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| NANCY LEAHY | ||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| SHERI BROCKWAY | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| PAM CLEAVER | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KELLIE CONNAUGHTON | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ROBERT DIPIETRO | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ROD FITCH | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BILL GILMORE | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DAVID HARGREAVES | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| TONY KLEIN | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| W KURT LABBERTON | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| WES MORRIS | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| STEVE PILGER | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JEFF SCOTT | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ERIC SILVERS SR | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KEN SMITH | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| TOM SPARLING | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN VORNBROCK | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $57,805 | FundraisingAmt |
| All Other Contributions | $94,826 | AllOtherContributionsAmt |
| Total Contributions | $152,631 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $21,043 | TotalRevenueColumnAmt |
| Exclusion | $21,043 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $619,771 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $622,895 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$3,124 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$3,124 | TotalRevenueColumnAmt |
| Exclusion | -$3,124 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $20,325 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $57,805 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $29,319 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$8,994 | TotalRevenueColumnAmt |
| Exclusion | -$8,994 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $161,556 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $8,925 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $353,329 | TotalAmt |
| Program Services | $353,329 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,861 | TotalAmt |
| Management And General | $1,861 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,939 | TotalAmt |
| Management And General | $5,939 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,878 | TotalAmt |
| Program Services | $10,378 | ProgramServicesAmt |
| Management And General | $7,500 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $207 | TotalAmt |
| Program Services | $207 | ProgramServicesAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $258 | TotalAmt |
| Management And General | $258 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $290 | TotalAmt |
| Program Services | $290 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROJECT EXPENSE | Desc |
| Total | $180 | TotalAmt |
| Program Services | $180 | ProgramServicesAmt |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $308 | TotalAmt |
| Program Services | $308 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $380,250 | TotalAmt |
| Program Services | $364,692 | ProgramServicesAmt |
| Management And General | $15,558 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,671,610 | BOYAmt |
| EOY | $1,440,545 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,671,610 | BOYAmt |
| EOY | $1,440,545 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $141 | BOYAmt |
| EOY | $73 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $141 | BOYAmt |
| EOY | $73 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,282,406 | BOYAmt |
| EOY | $939,121 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $389,063 | BOYAmt |
| EOY | $501,351 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,671,469 | BOYAmt |
| EOY | $1,440,472 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,671,610 | BOYAmt |
| EOY | $1,440,545 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$218,694 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$12,303 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | 0 | FSAuditedInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $716,368 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $814,480 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $84,602 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $128,503 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $152,631 | CurrentTaxYearAmt |
| Total | $1,896,584 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $716,368 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $814,480 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $84,602 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $128,503 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $152,631 | CurrentTaxYearAmt |
| Total | $1,896,584 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $1,896,584 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $11,195 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,924 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $13,228 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $24,513 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $21,043 | CurrentTaxYearAmt |
| Total | $75,903 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $1,972,487 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $126,801 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.96150 | PublicSupportCY170Pct |
| Public Support PY170 | 0.97500 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART VI, LIST OF UNUSUAL GRANTS: | FormAndLineReferenceDesc |
| Explanation | DESCRIPTION: CASH CONTRIBUTION DATE: 06/01/11 AMOUNT: 825000. DESCRIPTION: CASH CONTRIBUTION DATE: 06/01/12 AMOUNT: 6000. DESCRIPTION: CASH CONTRIBUTION DATE: 06/01/14 AMOUNT: 1674. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $299,063 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$2,886 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $215,205 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $8,931 | AdministrativeExpensesAmt |
| End Year Balance | $72,041 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $310,380 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $8,421 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $19,738 | AdministrativeExpensesAmt |
| End Year Balance | $299,063 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $961,402 | BeginningYearBalanceAmt |
| Contributions | $57,237 | ContributionsAmt |
| Investment Earnings Or Losses | $23,762 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $685,530 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $46,491 | AdministrativeExpensesAmt |
| End Year Balance | $310,380 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $326,025 | BeginningYearBalanceAmt |
| Contributions | $649,811 | ContributionsAmt |
| Investment Earnings Or Losses | $1,710 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $16,144 | AdministrativeExpensesAmt |
| End Year Balance | $961,402 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $356,523 | BeginningYearBalanceAmt |
| Contributions | $641,699 | ContributionsAmt |
| Investment Earnings Or Losses | $2,437 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $651,750 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $22,884 | AdministrativeExpensesAmt |
| End Year Balance | $326,025 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Term Endowment Balance EOY | 1.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART V, LINE 4: | FormAndLineReferenceDesc |
| Explanation | RESERVES FOR THE MARY MONROE DAVIS SCHOLARSHIP RENEWALS. | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GOLF TOURNAMENT | Event1Nm |
| Gross Receipts Event1 | $78,130 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $57,805 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $20,325 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $3,091 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $10,612 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $14,201 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $1,416 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $78,130 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $57,805 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $20,325 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $3,091 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $10,612 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $14,201 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $1,416 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $29,320 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$8,995 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| YAKIMA SOUTHWEST ROTARY CHARITIES | |||||||
| PO BOX 1624 | YAKIMA | WA | 98907 | 900667407 | 501(C)(3) | $28,854 | GRANT FOR WILDLIFE VIEWING DECK AT RANDALL PARK, YAKIMA, WA |
| YAKIMA ROTARY CHARITIES | |||||||
| PO BOX 464 | YAKIMA | WA | 98907 | 911149272 | 501(C)(3) | $53,995 | GRANT FOR PLAYGROUND AT RANDALL PARK, YAKIMA, WA |
| YAKIMA SUNRISE ROTARY | |||||||
| PO BOX 1590 | YAKIMA | WA | 98907 | 911563413 | 501(C)(3) | $13,275 | GRANT FOR PICNIC SHELTERS AT RANDALL PARK, YAKIMA, WA |
| SOZO SPORTS OF CENTRAL WASHINGTON | |||||||
| 1200 CHESTERLEY DR STE 140 | YAKIMA | WA | 98902 | 464970770 | 501(C)(3) | $42,000 | GRANT FOR SOZO SPORTS COMPLEX ROTARY FIELD |
| SCHOLARSHIP AMERICA INC | |||||||
| ONE SCHOLARSHIP WAY | ST PETER | MN | 56082 | 042296967 | 501(C)(3) | $215,205 | MARY MONROE DAVIS SCHOLARSHIPS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 5 | Total501c3OrgCnt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | STEVE PILGER AND CRAIG MENDENHALL HAVE A BUSINESS RELATIONSHIP. ALAN COTTLE AND DAVID HARGREAVES HAVE A BUSINESS RELATIONSHIP. |
| FORM 990, PART VI, SECTION A, LINE 8B | THE ROTARY TRUST DOES NOT HAVE COMMITTEES AND THEREFORE DOES NOT CONTEMPORANEOUSLY DOCUMENT THE MEETINGS HELD OR WRITTEN ACTIONS UNDERTAKEN DURING THE YEAR. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE COMPLETED 990 FORM IS PROVIDED FOR REVIEW TO THE PRESIDENT AND TREASURER. THE 990 IS SIGNED BY THE PRESIDENT OF THE ORGANIZATION. |
| FORM 990, PART VI, SECTION B, LINE 12C | ON AN ANNUAL BASIS, THE BOARD OF DIRECTORS ARE REQUIRED TO COMPLETE AND SIGN A CONFLICT OF INTEREST FORM. IF A CONFLICT EXISTS, THE BOARD MEMBER MUST ABSTAIN FROM VOTING ON THE ISSUE. |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING/ORGANIZING DOCUMENTS ARE AVAILABLE UPON REQUEST. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUN YAKIMA LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 464 | AddressLine1Txt |
| City | YAKIMA | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98907 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 912024932 | EIN |
| Primary Activities | REAL ESTATE HOLDING | PrimaryActivitiesTxt |
| Legal Domicile State | WA | LegalDomicileStateCd |
| End Of Year Assets | $429 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | YAKIMA ROTARY CHARITABLE FDN | BusinessNameLine1Txt |